Andrew’s Approach
Andrew D. Falduto
CFP®
Financial Advisor
Overview
Andrew Falduto is a financial advisor in Savant’s Lincolnshire, Illinois, office, where he focuses on comprehensive financial planning for individuals and families. He works closely with clients to help provide coordinated, forward-looking advice and is committed to providing a detail-oriented, planning-driven approach.
As a CERTIFIED FINANCIAL PLANNER® professional, Andrew’s goal is to help clients bring clarity and confidence to their financial lives through thoughtful retirement and cash flow planning, retirement income optimization, proactive tax and estate planning, philanthropy and family gifting strategies, insurance and risk management reviews, and education planning.
Andrew began his career in financial services in 2019, gaining early experience through internships at an asset management firm in the Chicago suburbs and at Savant. He joined Savant full-time after earning a bachelor’s degree in finance from Indiana University’s Kelley School of Business, where he participated in the Wealth Management Workshop.
He lives in downtown Chicago and enjoys cheering on Chicago sports teams, spending time outdoors fishing, and traveling with friends and family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Indiana University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.